1) Super stoked to go live with my fund, RH #Perennial Fund tomorrow at the beginning of the new financial year. It is inspired by the vision to protect the purchasing power of savers irreplaceable capital, & to increase such value over time in real terms with minimum volatility

2) Our typical holdings exhibit the following characteristics

- Sector leaders in consolidating profit pool industries with favorable economics with a great track record of capital allocation

-Great accounting quality and corporate
governance

-Huge growth potential

3) We do so by identifying Identify great companies with consistency of growth and economic profits and weeding out fraud companies and promoters with dubious history using proprietary forensic accounting tools and fraud search toolkit.

4) We try to judge companies on the holy quadrangle of wealth creation, namely a) Total Addressable Market b) Market Leadership c) Reinvestment runways d) Management

5) Finally we analyse the competitive advantages of the companies by looking at global wealth creation trends & dissecting the moats of Indian businesses on basis of a) Network effects b) Consumer switching costs c) Intangible assets d) Low cost of production to find #perennials